Householder Group Estate & Retirement Specialist’s Schrodinger SDGR Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio SDGR Stock Details SDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-301	Closed	-$5K	–	1091
2024 Q3	$5K	Hold	301	–	–	﹤0.01%	941
2024 Q2	$5K	Hold	301	–	–	﹤0.01%	940
2024 Q1	$8.13K	Hold	301	–	–	﹤0.01%	856
2023 Q4	$10K	Hold	301	–	–	﹤0.01%	770
2023 Q3	$8.51K	Buy	+301	New	+$12.1K	﹤0.01%	830
2023 Q1	$8K	Hold	301	–	–	﹤0.01%	862
2022 Q4	$5K	Hold	301	–	–	0.01%	277
2022 Q3	$7K	Buy	+301	New	+$8.85K	﹤0.01%	817

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SDGR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schrodinger (SDGR) in Q4 2024, closing a stake of 301 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in SDGR in Q3 2022 and held it in 8 quarters. The position peaked at $10K in Q4 2023. 211 funds tracked by Wall St. Rank hold SDGR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schrodinger position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 301 Schrodinger shares in Q4 2024, an estimated $5K.
Householder Group Estate & Retirement Specialist first reported a position in Schrodinger in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Schrodinger position peaked at $10K in Q4 2023.
211 funds tracked by Wall St. Rank held Schrodinger as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.